Inheritance Edition

The loss of a loved one is a burden virtually everyone endures at some point in their lives. It is a time of tremendous grief and a heavy moment when survivors cherish memories of the departed. It is a natural part of life that reminds us how important it is not to delay joy and happiness in our own lives. Often, when we lose someone, they leave a lot of financial values behind in the form of bequests made in their will or trust and through beneficiary designations they made during life. There are personal effects, real estate, vehicles, and sometimes insurance. In some cases, it can be daunting sorting through the financial ramifications of an inheritance. In this issue, we review ideas regarding our own estate as well as others.

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